Reporting

Sentinel offers a range of reporting solutions designed to assist investors in managing and monitoring their stockmarket activities. Our reporting systems combine leading market technology with our own innovation and design to produce financial reports that aren't just accurate, they’re user-friendly and meaningful. Our reports include:

Tax reports

Performance reports

Holdings reports

Transactions reports

Activity reports

It is important to note that our reports are designed to suit different users. For example, most clients want concise, easy to understand reports which show results at a glance. Whereas financial professionals such as accountants and financial planners demand detailed reports and analysis. Sentinel provides reports to suit all needs and users.

If your interest in any aspect of Sentinel’s reporting functionality, please contact us!

Sentinel are specialist stockbrokers and investment managers assisting everyone from first time investors to experienced professionals to protect savings and build wealth through all market conditions.